Awards and Industry Recognition

Barron's

Top 250 Private Wealth Management Teams
2025 • 2024

Forbes

Top Wealth Management Teams Best-In-State
2025

About Anna

Anna M. Ochoa is a Wealth Advisor at J.P. Morgan Wealth Management.

As a member of The Meyers Group, Anna plays an important role in assisting ultra-high-net-worth individuals and their families with a range of wealth management needs, including specialized transactions, trading, simple and complex lending and derivatives/ hedging strategies.

Anna's extensive investment banking experience allows her to bring a particular insight to client matters and to deliver a comprehensive suite of bespoke opportunities and scenarios, utilizing the full capabilities of the firm. She forges long-term relationships by understanding clients' objectives and establishing recommendations for achieving those goals. She has broad experience working with company founders and C-suite executives to achieve liquidity, asset diversification and, where needed, focused hedging strategies.

In a career that spanned 25 years at Credit Suisse, Anna has differentiated her services by combining her Wall Street experience in equity derivatives, restricted stock, 10B5-1 plans and managing a lending team focused on ultra-high-net-worth clients with a broad global mandate to meld the personal and professional wealth management needs of the sophisticated clients she serves. She joined J.P. Morgan's New York City office in 2023 to give her clients exposure to the firm's robust product breadth, stability and fortress balance sheet. Interested in supporting the professional journey of others, she has headed training programs for new hires and interns and is an active mentor for junior colleagues.

Anna is a graduate of Dartmouth College and earned her B.A. in Government with a minor in Art History.

Anna splits her time between New York City and Eastern Long Island. In the city, she serves as president of her condominium board and is responsible for its management and finances. As an HGTV devotee, she works on home improvement and organization projects for herself and friends. In addition, Anna enjoys snowboarding, running, fine art and photography.

Insights

Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Investing

Paying with debt: How to leverage your investments

June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Real Estate

Thinking about buying another home? Here’s what to consider

June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
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